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Become An Account Associate

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Working As An Account Associate

  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Mostly Sitting

  • Repetitive

  • $54,664

    Average Salary

What Does An Account Associate Do At Stryker

* Represent Stryker as an embedded specialist within strategic IDN Health System
* Lead program management and drive implementation of key initiatives for Supply Chain optimization in collaboration with leadership teams.
* Focus includes inventory analysis, shipping, distribution, clinical efficiencies and general supply chain logistics
* Support MVP manager and internal team with MVP projects and initiatives
* Identify and participate in process improvement opportunities
* Establish working relationships and provide customer service at individual facilities.
* Drive local implementation of Supply Chain initiatives when applicable and act as a liaison to all business-units in accord with Corporate Account Manager and program leaders.
* Deepen Corporate Accounts relationships within Supply Chain management.
* Provide an enhanced level of customer service, operating with a sense of urgency to solve service issues on accelerated timelines.
* Identify opportunities to deliver an unmatched customer experience across supply-chain and oversee related local activities that impact individual facilities.
* Facilitate product conversion opportunities to include assisting local sales reps and Corporate Account Manager with business analytics, communication with supply-chain and assistance with final proposals/presentations to management
* Assist Corporate Account Manager in the development of cross-divisional sales and service contracts as well as resolving supply chain issues
* Act as a point person for customer site visits
* Maintain knowledge base of product categories, equipment functionality, pricing and general product applications.
* Generate reports and other documentation as needed

What Does An Account Associate Do At Textron

* Perform assigned accounting functions by utilizing technical accounting theory and practices to accurately record company financial transactions.
* Ensure compliance with company policies and all regulatory requirements.
* Perform general accounting roles including journal entries, account reconciliations, accounts payables, travel expenses and credit card transactions.
* Record entries to proper accounts by analyzing invoices and expense reports.
* Assist in the month-end, quarter-end and year-end closing processes, ensuring transactions are in accordance with GAAP while internal policies and procedures are followed and exceptions are communicated to management.
* Analyze data and reports for logical and reasonable outcomes.
* Investigate errors and propose solutions to the problem.
* Assist in the implementation of new or improved systems and processes
* Qualifications

What Does An Account Associate Do At Principal Financial Group

* We are actively seeking an Associate Accountant to join the mutual fund tax team.
* The team which has responsibility for oversight of all outsourced tax work, establishing tax policies and controls and financial analysis and interpretation of regulated investment company tax accounting information for 100+ mutual funds and our growing exchange-traded funds (ETF) business
* We are looking for someone that is self-motivated and actively participates in the maintenance, preparation and analysis of financial information related to mutual funds and ETFs
* This role requires strong collaboration across the team as well as department.
* The work includes extracting and compiling data, research, analytics and communication with internal and external business partners.
* You would also assist in the development, administration, maintenance and analysis of accounting procedures to ensure the integrity of information and protection of capital

What Does An Account Associate Do At Raymond James

* Answers escalated calls and questions regarding accounts.
* Works with Branch personnel to understand and resolve complicated problems and requests.
* Reviews all margin agreements for required information.
* Reviews, maintains and services all customer account records.
* Maintains records of accounts as required by regulatory bodies and departmental procedures.
* Assists with training and development of less experienced associates, remaining available for their questions once training is completed.
* Analyzes cash and margin accounts on a daily basis; issue and track any necessary calls – file extension on calls, send mailgrams.
* Answers calls referring to specific trading violations.
* Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk accounts and situations.
* May perform other duties or responsibilities as assigned

What Does An Account Associate Do At Goldman Sachs & Co.

* The Private Wealth Management (PWM) business provides end to end Investment Management services and advice across a full range of asset classes for High net worth individuals.
* PWM leverages a global technology platform offering, an integrated suite of tools, and applications to service clients.
* This platform helps realize a client's goals and objectives, develops and implements an integrated wealth management plan and delivers first-class client service
* As we look towards re-imagining our Account opening experience, we are looking for strong UI developers to join our team in this re-architecture effort.
* The candidate will be responsible of developing our new client onboarding UI and interfacing with our back-end RESTful services.
* Our team of engineers builds solutions to the most complex problems and have the opportunity to work at the forefront of technology innovation alongside industry leaders and make significant contributions to the field.
* This role offers the opportunity to work directly with various stakeholders, including Technical Architects, Business sponsors to develop innovative solutions for the Private Wealth Management platform.
* Act as hands on developer to build a next generation client and account onboarding solution to improve client experience, improve user experience and improve data quality
* Working in concert with a global team, the successful candidate will design and develop a robust, JavaScript-based user experience using React
* Development will follow an agile methodology and deliverables will include automated tests and documentation
* Developers will be challenged to bring new ideas, best practices and a strong commitment to quality

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How To Become An Account Associate

Most bookkeeping, accounting, and auditing clerks need some postsecondary education and also learn some of their skills on the job. They must have basic math and computer skills, including knowledge of spreadsheets and bookkeeping software.

Education

Employers generally require bookkeeping, accounting, and auditing clerks to have some postsecondary education, particularly coursework in accounting. However, some candidates can be hired with just a high school diploma.

Training

Bookkeeping, accounting, and auditing clerks usually get on-the-job training. Under the guidance of a supervisor or another experienced employee, new clerks learn how to do their tasks, including double-entry bookkeeping. In double-entry bookkeeping, each transaction is entered twice, once as a debit (cost) and once as a credit (income), to ensure that all accounts are balanced.

Some formal classroom training also may be necessary, such as training in specialized computer software. This on-the-job training typically takes around 6 months.

Licenses, Certifications, and Registrations

Some bookkeeping, accounting, and auditing clerks become certified. For those who do not have postsecondary education, certification is a particularly useful way to gain expertise in the field. The Certified Bookkeeper (CB) designation, awarded by the American Institute of Professional Bookkeepers, shows that those who have earned it have the skills and knowledge needed to carry out all bookkeeping tasks, including overseeing payroll and balancing accounts, according to accepted accounting procedures.

For certification, candidates must have at least 2 years of full-time bookkeeping experience or equivalent part-time work, pass a four-part exam, and adhere to a code of ethics.

The National Association of Certified Public Bookkeepers also offers certification. The Uniform Bookkeeper Certification Examination is an online test with 50 multiple-choice questions. Test takers must answer 75 percent of the questions correctly to pass the exam.

Advancement

With appropriate experience and education, some bookkeeping, accounting, and auditing clerks may become accountants or auditors.

Important Qualities

Computer skills. Bookkeeping, accounting, and auditing clerks need to be comfortable using computer spreadsheets and bookkeeping software.

Detail oriented. These clerks are responsible for producing accurate financial records. They must pay attention to detail in order to avoid making errors and recognize errors that others have made.

Integrity. Bookkeeping, accounting, and auditing clerks have control of an organization’s financial documentation, which they must use properly and keep confidential. It is vital that they keep records transparent and guard against misappropriating an organization’s funds.

Math skills. Bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic.

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Account Associate jobs

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Real Account Associate Salaries

Job Title Company Location Start Date Salary
Digital Brand Account Associate Corporation Service Company New York, NY Mar 18, 2016 $116,688
SR. Accounts Associate Ports 1961 USA Inc. New York, NY Feb 26, 2015 $95,000
Swiftre Account Associate (Marketing Analyst) Swiss Re America Holding Corporation New York, NY Sep 20, 2015 $91,000
Swiftre Account Associate (Marketing Analyst) Swiss Re America Holding Corporation New York, NY Jul 15, 2015 $91,000 -
$92,000
Senior Account Associate Pacific Investment Management Company (Pimco) Newport Beach, CA Sep 12, 2012 $90,000
Account Associate Pacific Investment Management Company, LLC New York, NY Jan 10, 2014 $85,000
Account Associate Pacific Investment Management Company (Pimco) New York, NY Mar 22, 2010 $85,000
Account Associate Pacific Investment Management Company (Pimco) Newport Beach, CA Mar 01, 2010 $85,000
Account Associate Emarsys North America, Inc. San Francisco, CA Sep 07, 2015 $85,000
Account Associate Pacific Investment Management Company, LLC New York, NY Nov 15, 2014 $85,000
Account Associate Pacific Investment Management Company, LLC New York, NY Oct 01, 2014 $85,000
Account Associate Pacific Investment Management Company, LLC Newport Beach, CA Jun 02, 2014 $80,000
Global Account Associate Moody's Analytics, Inc. New York, NY May 09, 2011 $65,000
Account Associate Pacific Investment Management Company (Pimco) Newport Beach, CA Oct 14, 2009 $62,000
Account Associate Orange Business Services U.S., Inc. Chicago, IL Sep 02, 2014 $60,000
Account Associate, OPG Sales Google Inc. Mountain View, CA Apr 18, 2011 $60,000
Institutional Account Associate American Century Investment Services Inc. Kansas City, MO Sep 13, 2016 $58,195
Accounts Associate Object Design and Communications, Inc. Vienna, VA Sep 27, 2016 $58,000
Account Associate Dataxu Inc. San Francisco, CA Sep 04, 2015 $57,500
Account Associate Isoftstone, Inc. Waltham, MA Sep 13, 2013 $52,832
Account Associate Analytix Business Solutions, LLC Woburn, MA Sep 24, 2012 $50,731
Marketing & Account Associate We Are Listen LLC New York, NY Jan 21, 2015 $50,000
Account Associate Grayling Connecting Point, LLC San Francisco, CA Jun 01, 2012 $50,000 -
$60,000
Associate Account CBIZ Southern California LLC Oxnard, CA Sep 01, 2014 $47,923
Strategic Publisher, Marketing Account Associate Taboola Inc. New York, NY May 02, 2016 $47,000
Associate Account CBIZ Southern California LLC Los Angeles, CA Sep 14, 2014 $46,696 -
$56,250
Account Associate J. Walter Thompson USA, Inc. New York, NY Sep 03, 2011 $45,000

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Top Skills for An Account Associate

FinancialStatementsCustomerServiceProceduresGeneralLedgerAccountsMonthlyJournalEntriesPayrollAssetsXeroxAuditIncomeAccountReconciliationsDataEntryBalanceSheetAccountsBankReconciliationsPressReleasesTaxReturnsFinancialReportsSpecialProjectsNewAccountsHighVolume

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Top Account Associate Skills

  1. Financial Statements
  2. Customer Service
  3. Procedures
You can check out examples of real life uses of top skills on resumes here:
  • Reported monthly billing and financial statements to leadership.
  • Worked with multiple accounts providing excellent customer service including copy and finishing service.
  • Provide assistance to department staff, faculty and division directors on university policies and procedures, and granting agencies regulations.
  • Researched test materials, developed worksheets, and initiate procedures in resolving various out of balance general ledger accounts.
  • Pulled and organized information from large data files to facilitate monthly journal entries.

Top Account Associate Employers

Account Associate Videos

A Day in the Life of a Physician Associate

Accounts Receivables - Lecture 1 - What are Accounts Receivable?

Microsoft Partner Network: How to Associate Your Microsoft Account with MPN ID

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